IP Library Granted Patent US 11,244,284
Granted Patent B2
US 11,244,284 · App. 15/995,046 · Granted Feb 8, 2022

Document status management system

Inventors: Douglas Lane Milvaney (Somerville, MA); Benjamin Gustav Wilde (Quincy, MA); Abigail Jane Sellen (Cambridge, GB); Nina Rhodes Williams (Kirkland, WA); Sian Elizabeth Lindley (Cambridge, GB); Kelsey Ann Vaughn (Kirkland, WA); Paul Anthony Scudieri (Seattle, WA)
Assignee: Microsoft Technology Licensing, LLC
G06Q10/103G06F16/93G06Q10/06H04L65/4092H04L65/601
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Quick Facts
Patent No.
US 11,244,284
App. No.
15/995,046
Granted
Feb 8, 2022
Kind
B2
Abstract

A document management system and process for facilitating the state of various portions of electronic content in which users can select specific workflow stages to assign to selected content elements in the electronic content that can indicate the workflow condition of the specified content. This provides individual and group users the ability for precise, timely, and effective management of document workflow that facilitates more natural and smoother document development.

Claims (96)

1. A system for tagging of specific content in electronic content associated with an application, the system comprising:

one or more processors; and

one or more non-transitory computer readable media including instructions which, when executed by the one or more processors, cause the one or more processors to:

automatically analyze an electronic document comprising a plurality of content elements using a machine learning algorithm, wherein each content element includes a portion of the electronic content that is less than an entirety of the electronic document, wherein the machine learning algorithm is configured to receive the electronic document as an input, to analyze the plurality of content elements, and to output a plurality of first workflow stages, and wherein each of the plurality of first workflow stages is associated with a respective content element of the plurality of content elements;

automatically record an association between each of the plurality of first workflow stages with the respective content elements by adding the association to the electronic document;

receive, from a first computing device, first user input responsive to a first user selecting a first content element of a plurality of content elements of an electronic document in the application;

determine, responsive to the first user input, that a first triggering event has occurred for the first content element by detecting a pattern of usage by the first user based on the first user input;

cause, in response to the determination that the first triggering event has occurred, the application to present on a display of the first computing device of the first user, a first user interface element including a plurality of workflow stage options, the plurality of workflow stage options including a first workflow stage;

receive, from the first computing device, a second user input indicating a selection of the first workflow stage;

record, in response to receiving the second user input, an updated association between the first workflow stage and the first content element by automatically updating the association to the electronic document; and

cause the application to display, on a second computing device, a first indicator corresponding to the first workflow stage responsive to the first content element being accessed on the second computing device subsequent to recording the association between the first workflow stage is associated with the first content element.

2. The system of claim 1 , wherein:

the instructions further cause the one or more processors to:

reduce access by a second user to the first content element in response to the determination that the first workflow stage is associated with the first content element.

3. The system of claim 1 , wherein the instructions further cause the one or more processors to store information associated with a user's credentials.

4. The system of claim 1 , wherein the instructions further cause the one or more processors to:

receive a third user input indicating a selection of the first indicator; and

cause, in response to receiving the third user input, the application to invoke a second user interface element presenting at least a first option.

5. The system of claim 4 , wherein:

the first option includes a third user interface element presenting an editable copy of the first content element; and

the instructions further cause the one or more processors to:

receive a fourth user input in which the copy of the first content element is modified;

record, in response to receiving the fourth user input, an association between the fourth user input and the first content element; and

display a second indicator corresponding to the fourth user input when the first indicator is being displayed.

6. The system of claim 4 , wherein:

the first option includes a third user interface element configured to receive additional information to be associated with the first workflow stage; and

the instructions further cause the one or more processors to:

receive a fourth user input through the third user interface element;

associate, in response to receiving the fourth user input, the fourth user input with the first workflow stage; and

display a second indicator corresponding to the fourth user input when the first indicator is being displayed.

7. The system of claim 4 , wherein the instructions further cause the one or more processors to:

receive a fourth user input indicating a selection of the first option, the first option including a second workflow stage that differs from the first workflow stage; and

replace the first workflow stage with the second workflow stage.

8. The system of claim 7 , wherein the instructions further cause the one or more processors to:

determine that the second workflow stage is associated with the first content element; and

cause the application to display a second indicator corresponding to the second workflow stage when information regarding the first content element is being accessed in response to the determination that the second workflow stage is associated with the first content element.

9. The system of claim 1 , wherein the instructions further cause the one or more processors to:

determine, during use of the application, that a second triggering event has occurred for a second content element, the second content element including a portion of the electronic content;

cause, in response to the determination that the second triggering event has occurred, the application to present the first user interface element including the plurality of workflow stage options, the plurality of workflow stage options including a second workflow stage;

receive a third user input indicating a selection of the second workflow stage;

record, in response to receiving the third user input, an association between the second workflow stage and the second content element;

determine that the second workflow stage is associated with the second content element; and

cause the application to display a second indicator corresponding to the second workflow stage when information regarding the second content element is being accessed in response to the determination that the second workflow stage is associated with the second content element.

10. The system of claim 4 , wherein:

the first option includes a second user interface element configured to receive information specifying a limited period of time during which the first indicator will be displayed; and

the instructions further cause the one or more processors to:

receive a fourth user input specifying the period of time;

associate, in response to receiving the fourth user input, the period of time with the first indicator; and

cause the application to display the first indicator when information regarding the first content element is accessed during the specified period of time.

11. A method executed on one or more computing devices to tag specific content in electronic content associated with an application, the method comprising:

automatically analyzing an electronic document comprising a plurality of content elements using a machine learning algorithm, wherein each content element includes a portion of the electronic content that is less than an entirety of the electronic document, wherein the machine learning algorithm is configured to receive the electronic document as an input, to analyze the plurality of content elements, and to output a plurality of first workflow stages, and wherein each of the plurality of first workflow stages is associated with a respective content element of the plurality of content elements;

automatically recording an association between each of the plurality of first workflow stages with the respective content elements by adding the association to the electronic document;

receiving, from a first computing device, first user input responsive to a first user selecting a first content element of a plurality of content elements of an electronic document in the application;

determining, responsive to the first user input, that a first triggering event has occurred for the first content element by detecting a pattern of usage by the first user based on the first user input;

causing, in response to the determination that the first triggering event has occurred, the application to present, on a display of the first computing device of the first user, a first user interface element including a plurality of workflow stage options, the plurality of workflow stage options including a first workflow stage;

receiving, from the first computing device, a second user input indicating a selection of the first workflow stage;

recording, in response to receiving the second user input, an updated association between the first workflow stage and the first content element by automatically updating the association to the electronic document; and

causing the application to display, on a second computing device, a first indicator corresponding to the first workflow stage responsive to the first content element being accessed on the second computing device subsequent to recording the association between the first workflow stage is associated with the first content element.

12. The method of claim 11 , wherein:

the method further comprises:

reducing access to a second user to the first content element in response to the determination that the first workflow stage is associated with the first content element.

13. The method of claim 11 , further comprising storing information associated with a user's credentials.

14. The method of claim 11 , further comprising:

receiving a third user input indicating a selection of the first indicator; and

causing, in response to receiving the third user input, the application to invoke a second user interface element presenting at least a first option.

15. The method of claim 14 , wherein:

the first option includes a third user interface element presenting an editable copy of the first content element; and

the method further comprises:

receiving a fourth user input in which the copy of the first content element is modified;

recording, in response to receiving the fourth user input, an association between the fourth user input and the first content element; and

displaying a second indicator corresponding to the fourth user input when the first indicator is being displayed.

16. The method of claim 14 , wherein:

the first option includes a third user interface element configured to receive additional information to be associated with the first workflow stage; and

the method further comprises:

receiving a fourth user input through the third user interface element;

associating, in response to receiving the fourth user input, the fourth user input with the first workflow stage; and

displaying a second indicator corresponding to the fourth user input when the first indicator is being displayed.

17. The method of claim 14 , further comprising:

receiving a fourth user input indicating a selection of the first option, the first option including a second workflow stage that differs from the first workflow stage; and

replacing the first workflow stage with the second workflow stage.

18. The method of claim 17 , further comprising:

determining that the second workflow stage is associated with the first content element; and

causing the application to display a second indicator corresponding to the second workflow stage when information regarding the first content element is being accessed in response to the determination that the second workflow stage is associated with the first content element.

19. The method of claim 11 , further comprising:

determining, during use of the application, that a second triggering event has occurred for a second content element, the second content element including a portion of the electronic content;

causing, in response to the determination that the second triggering event has occurred, the application to present the first user interface element including the plurality of workflow stage options, the plurality of workflow stage options including a second workflow stage;

receiving a third user input indicating a selection of the second workflow stage;

recording, in response to receiving the third user input, an association between the second workflow stage and the second content element;

determining that the second workflow stage is associated with the second content element; and

causing the application to display a second indicator corresponding to the second workflow stage when information regarding the second content element is being accessed in response to the determination that the second workflow stage is associated with the second content element.

20. The method of claim 14 , wherein:

the first option includes a second user interface element configured to receive information specifying a limited a period of time in which the first indicator will be displayed; and

the method further comprises:

receiving a fourth user input specifying the period of time;

in response to receiving the fourth user input, associating the period of time with the first indicator; and

causing the application to display the first indicator when information regarding the first content element is being accessed during the specified period of time.

Assignments (2)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jul 3, 2018
From: VAUGHN, KELSEY ANN; SCUDIERI, PAUL ANTHONY; SELLEN, ABIGAIL JANE; WILLIAMS, NINA RHODES
To: MICROSOFT TECHNOLOGY LICENSING, LLC
Reel/Frame 046260/0135 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded May 31, 2018
From: MILVANEY, DOUGLAS LANE; LINDLEY, SIAN ELIZABETH; WILDE, BENJAMIN GUSTAV
To: MICROSOFT TECHNOLOGY LICENSING, LLC
Reel/Frame 045957/0696 →
Continuity (1)
Related Publication 20190370749A1 · Dec 5, 2019
Cited By (1)
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